B Dade & Helen M Davis Memorial Trust
B Dade & Helen M Davis Memorial Trust is a private foundation, based in CHICAGO, IL. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $417K in total assets. In 2025, it awarded 1 grants totaling $20K. Net investment income was $29K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$417K
+1.0% YoY
Annual Giving
$20K
+10.8% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$20K
+10.8% YoY
About B Dade & Helen M Davis Memorial Trust
Based on IRS filings
B Dade & Helen M Davis Memorial Trust is a private foundation, based in CHICAGO, IL. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $417K in total assets. In 2025, it awarded 1 grants totaling $20K. Net investment income was $29K.
Ready to take the next step with B Dade & Helen M Davis Memorial Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $416,587 | $412,521 | $437,640 |
| Revenue | $31,690 | $872 | $22,875 |
| Expenses | $27,918 | $27,010 | $32,881 |
| Qualifying Distributions | $25,404 | $23,945 | $29,379 |
| Net Investment Income | $29,386 | $13,752 | $19,902 |
| Distributable Amount | $27,023 | $25,499 | $25,006 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2025
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| NORTHERN TRUST COMPANY | TRUSTEE | 40 | $6,667 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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